Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.42%
6 Months
−0.42%
31.94%
1 Year
−4.58%
21.84%
3 Years
16.32%
17.21%
5 Years
13.17%
16.75%
Since Inception
13.94%
18.18%
Fund Age
6 yrs 6 mo
13 yrs 5 mo
AUM
₹13.16 Cr
₹2,035.08 Cr
Alpha – 1 Year
−7.56%
18.86%
Alpha – 3 Years
4.42%
5.32%
Information Ratio – 3 Years
0.49
0.50
Volatility – 1 Year
16.90%
24.29%
Volatility – 3 Years
17.54%
19.24%
Beta – 1 Year
0.86
1.15
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
-0.52
0.70
Sharpe Ratio – 3 Years
0.69
0.65
Worst Rolling Year
3.91%
-15.08%
Value at Worst Rolling Year
₹1.04 Cr
₹0.85 Cr
Deepest Drawdown
−19.46%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
21.20%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 66% · M 23%
L 23% · M 1% · S 69%
Number of Stocks
20
24
Portfolio P/E
20.74
—
Top 5 Holdings
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%